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Forms and Templates

Forms and Templates

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Compliance

Pension System Registration (PRB-100)

Benefits and Membership Report (PRB-200)

Financial Statement Report (PRB-300)

Actuarial Report (PRB-400)

Investment Returns and Assumptions Report (PRB-1000) Instructions

Investment Returns and Assumptions Report (PRB-1000)

Minimum Educational Training Program

Minimum Educational Training Registration Form (PRB-150)

Minimum Educational Training Program Form (PRB-2000)

Sponsor Accreditation Application

Individual Course Approval Application

Certificate of Completion Template

Certification Letter for Exemption of Certain System Administrators

Plan Reporting and Compliance​

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Texas Pension Review Board

  • Board and Agency
    • Board and Committee Meetings
    • Board Members
    • Board Policies
    • Open Government
    • Staff and Employment
    • Statute and Rules
  • Education (MET Program)
    • Accredited Sponsors and Courses
    • Info for Sponsors
    • MET Frequently Asked Questions
    • PRB Online Courses
  • Actuarial
    • Actuarial Best Practices and Resources
    • Actuarial Reports
    • Funding Policy
    • Funding Soundness Restoration Plan (FSRP)
    • Intensive Reviews
    • PRB Pension Funding Guidelines
    • Rule of 80 Estimator
  • Investments
    • Intensive Reviews
    • Investment Expense Reporting
    • Investment Practices and Performance Evaluation (IPPE)
    • Investment Policies
    • Investment Reports
  • Plan Reporting and Compliance
    • Guidance
    • Forms and Templates
    • Reporting and Compliance FAQs
    • Reporting Calendar
  • Texas Public Pension Data Center
  • Local Firefighter (TLFFRA)
  • Legislative
  • Ethics and Governance
  • Additional Resources
  • Contact Us
  • Texas Public Pension Data Center
  • Local Firefighter (TLFFRA)
  • Legislative
  • Ethics and Governance
  • Additional Resources
  • Contact Us
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